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CFP

Clifford Robello

Pinkerton Wealth Partners
39 Years of Experience
Honolulu, HI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Clifford Robello is a CFP-designated registered investment advisor at Pinkerton Wealth Partners, based in Honolulu, HI, with 39 years of industry experience. Clifford is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,262 clients with $1.4B in assets under management.

Pinkerton Wealth Partners
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,262 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The annual investment advisory fee varies up to 2.0% based on account value, asset types, financial situation, and trading activity, and is negotiable. Affiliate True Freedom, LLC may charge an additional sub-advisor fee up to 0.8%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1003 Bishop St, Suitte 2620, Honolulu, HI, 96813

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History

Regulatory History (1)
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Investigation
October 2019
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Clifford is the CEO and Senior Advisor at CRM Financial Advisors, dedicating nearly full-time hours. He also facilitates estate documents through Encorestate, spends a few hours per week on insurance sales, and dedicates significant time to Pinkerton Wealth Partners as an RIA.

Employment History
Current Registrations
Pinkerton Wealth Partners
December 2024 - Present · 1 yr 10 mos
Private Client Services, LLCBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
March 2012 - November 2024 · 12 yrs 8 mos
Cambridge Investment Research Advisors, INC.
March 2012 - November 2024 · 12 yrs 8 mos
Financial Network Investment Corporation
May 1999 - March 2012 · 12 yrs 10 mos
Financial Network Investment CorporationBroker
March 1999 - March 2012 · 13 yrs
Aetna Financial Services, INC.Broker
July 1997 - March 1999 · 1 yr 8 mos
Aetna Investment Services, INC.Broker
October 1993 - March 1999 · 5 yrs 5 mos
Aetna Life Insurance and Annuity CompanyBroker
December 1986 - October 1993 · 6 yrs 10 mos
State Registrations7 states
AZCAFLHIORVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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